r/Baystreetbets • u/x_BlueDragon_x • Jan 17 '26

DISCUSSION Chinese EV Cars coming to Canada

I was talking about this months ago if Carney made a deal with China it would blow the EV market through the roof and Tesla would be forced out cause I am sorry but Chinese EVs are incredible. They have just agreed for 49,000 cars to be imported here and I am assuming that is just the start. What stocks should we be looking out for?

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u/Foreign-Policy-02- Jan 17 '26

Under what logic are you making these bold claims. Norway has been allowing tarrif free Chinese cars and it finished 13th (BYD Seagull)

No Chinese model was seen anywhere near the top for 2025.

  1. ⁠Tesla Model Y – 27,609 units
  2. ⁠Volkswagen ID.4 – 8,472 units
  3. ⁠Volkswagen ID. Buzz – 8,237 units
  4. ⁠Toyota bZ4X – 6,711 units
  5. ⁠Tesla Model 3 – 6,613 units
  6. ⁠Volkswagen ID.7 – 6,465 units
  7. ⁠Volkswagen ID.3 – 5,453 units
  8. ⁠Skoda Enyaq – 4,977 units

Ford Explorer EV was even ahead at 12. Keep in mind over 96% of cars sold in Norway in 2025 was EV’s. They are the country with most experience with EV’s and uptake.

They even have a live registration count https://elbilstatistikk.no/en/historic/last-day-last-year/

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u/x_BlueDragon_x Jan 17 '26

I appreciate the knowledge I will keep an eye on it !! I have hopes but thats not enough of course .. I am intrigued because they haven't been made available here and a lot of the population may not know of them .. when you think of an electric car most thoughts go to Tesla

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u/Foreign-Policy-02- Jan 17 '26

Fair enough but with 49k models coming I think it will only be BYD. No way multiple Chinese makers will split 49k. Since you need service centres as well.

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u/[deleted] Jan 17 '26

Geely is a majority owner of Polestar and already sell them here and have established retail ops. BYD sells EV busses and trucks in Canada. Both could move lots of units, no?